Operations Management for Home Service Businesses

Eliminate manual admin tasks

Automate Your Backend, So You Can Focus on the Frontline

Avoid human errors — More Consistency

Why Operations Management Matters

In home services, success isn’t just about getting more leads—it’s about delivering on every job with consistency, speed, and professionalism. The right operations systems ensure that nothing falls through the cracks, from job scheduling to invoicing.

Missed appointments and disorganized follow-ups cost you money
Manual tasks drain time and create friction for your team
Disconnected systems break the customer experience

What is Customer Retention?

Customer retention refers to the strategies and systems used to keep existing clients engaged, satisfied, and coming back for more. For home service businesses, it means staying top of mind between service visits, building loyalty, and maximizing lifetime value — all while reducing the need for constant new lead generation.

home service operations

Our Approach to Streamlining Your Business

At BAAN, we help you centralize, automate, and simplify your daily operations. No more juggling platforms, spreadsheets, and sticky notes. We connect the dots and build workflows that power your entire service process.

CRM Integration to track leads and customers across every touchpoint
Job Scheduling that syncs with your calendar and sends automated updates

Invoicing Tools to get paid faster and keep your records clean
Marketing Automation that connects operations with sales and retention

Book a Strategy Call Now

What Our Operations Management Looks Like

Our platform is designed specifically for the needs of home service pros:

Integrated CRM Systems

Integrate your existing CRM or use our system
Sync customer history, notes, and pipeline data for attribution and automation
Automate follow-ups based on job status or form fills

Smart Scheduling Tools

Set, confirm, and reschedule jobs with ease
Send automatic reminders to reduce no-shows

Invoicing Made Simple

Collect payments on time with digital invoices and reminders
Sync billing with job status and CRM

Marketing Automation

Trigger emails or texts based on internal workflows
Re-engage customers automatically after service completion

The Right growth model for your business

Choose your SEO & marketing path

Whether you want to stay hands-on, need help implementing, or just want it off your plate — we have the right approach for your team and budget.

Full flexibility: Do-It-Yourself (DIY) with access to our technology & templates, Done-With-You (DWY) to help you implement campaigns, or Done-For-You (DFY) as a full service marketing solution.

Do-it-yourself

You Drive,
We Guide

Take full control of your marketing while using BAAN’s tools & automation. We handle the setup, and you the execution.

Perfect for businesses with in-house or external teams. Lower cost, full flexibility, and ongoing support available.

done-with-you

We Drive,
You Navigate

A hybrid approach where we set up, optimize, and implement key campaigns while you make strategic decisions. You stay involved as much as you like while we take care of the heavy lifting.

Ideal for businesses that need expert execution without fully outsourcing.

Done-For-You

We Handle
It All

Full service marketing — so you can focus on running your business. From lead generation to automation and campaign management, we take care of your entire marketing system. Best for businesses that want results without the extra workload.